CIK 1852858
Everhart Financial Group, Inc.
Institutional 13F holdings & portfolio
Holdings
417
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 417
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | 2K | $500K+ | SH |
| KLAC | KLA CORP | 433 | $500K+ | SH |
| CRL | CHARLES RIV LABS INTL INC | 3K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 6K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC | 5K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 5K | $500K+ | SH |
| BUSE | FIRST BUSEY CORP | 22K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC | 2K | $500K+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 14K | $500K+ | SH |
| INSM | INSMED INC | 3K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 2K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 4K | $500K+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 23K | $100K–$500K | SH |
| SNDK | SANDISK CORP | 2K | $100K–$500K | SH |
| EXPI | EXP WORLD HLDGS INC | 54K | $100K–$500K | SH |
| IWR | ISHARES TR | 5K | $100K–$500K | SH |
| LEN | LENNAR CORP | 5K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 9K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 3K | $100K–$500K | SH |
| GABC | GERMAN AMERN BANCORP INC | 12K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| GEN | GEN DIGITAL INC | 17K | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| FTNT | FORTINET INC | 6K | $100K–$500K | SH |
| C | CITIGROUP INC | 4K | $100K–$500K | SH |
| STXK | EA SERIES TRUST | 14K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 3K | $100K–$500K | SH |
| HYG | ISHARES TR | 6K | $100K–$500K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 7K | $100K–$500K | SH |
| TKO | TKO GROUP HOLDINGS INC | 2K | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC | 953 | $100K–$500K | SH |
| KKR | KKR & CO INC | 3K | $100K–$500K | SH |
| AME | AMETEK INC | 2K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 3K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 3K | $100K–$500K | SH |
| SLYG | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| AON | AON PLC | 1K | $100K–$500K | SH |
| CCI | CROWN CASTLE INC | 4K | $100K–$500K | SH |
| LGIH | LGI HOMES INC | 9K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 823 | $100K–$500K | SH |
| IWF | ISHARES TR | 829 | $100K–$500K | SH |
| CPRT | COPART INC | 10K | $100K–$500K | SH |
| RKT | ROCKET COS INC | 20K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| HYMB | SPDR SERIES TRUST | 15K | $100K–$500K | SH |
| CTRA | COTERRA ENERGY INC | 14K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 3K | $100K–$500K | SH |
| BC | BRUNSWICK CORP | 5K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC | 2K | $100K–$500K | SH |